Guide
You may want to sync emails from several accounts into a single database. It can be done in two ways:
Admin can setup several accounts by herself. For example, you have emails like support@fibery.io and sales@fibery.io and want to sync them both into a single Emails database.
You may grant permissions to other users to setup email accounts. For example, you may have 4 sales reps. that communicate with leads and want to sync all their emails into a single Email database.
Setup Email integration
If you already have some older Email Integration setup, you will have to remove it and re-setup again. If you absolutely don't want to do it, please contact us via Intercom, we will figure something our for your account.
Setup several email accounts as an admin
Setup Email integration (Gmail, Outlook & IMAP). Then click Add Account and add as many email accounts as you want. Click … near the account to change it or delete it completely.
Grant email setup to users
Admin should add Email Integration to any Space and setup one email account. Then admin can invite other people to add their own accounts.
Turn on Allow users to add personal integrations and invite several users.
They will receive a notification in Inbox to setup an account. Invited user can navigate to Settings → My integrations → Email and setup own email account:
When everything is configured, Synced By field is added to Email and Contact. It is used to indicate what user synced this record and set access. For example, there can be the same email synced by two different users, and in this case email will not be duplicated, but Synced By field will contain two users.
How to limit what emails are synced?
In most cases you will not want to sync all your work emails into Fibery. It is quite dangerous, since it can contain sensitive information, like your new salary, some very personal communication with your manager, etc. How to fix it?
Use Inbox and Sent folders to sync everything
In rare cases you may decide to sync all emails. Just select Inbox and Sent folders and all emails will be synced.
Use Labels to sync only selected emails (❌ this case does not work without Force Full Sync so far)
You may create a special Label and use it to mark emails threads you want to sync into Fibery. For example, you can create Fibery label and marked some email conversations with Fibery label. Then it is required to select this Label as a Folder in email setup and remove all other Folders, like this:
As a result, only emails marked with Fibery label will be synced, so you define visibility of your emails.
Fibery does not sync old emails with labels by default so far. For example, you have a month-old email. You put Fibery label on this email, but it will not be synced. Only Force Full Sync will make it work, so you have to ask Admin to run it:
What are default visibility of all incoming emails?
It depends on Space setting where you added Email Integration.
Email Space with no access
Let's say, you created Email Space and setup Email Integration on this Space and did not give access to this Email Space to any other users. In this case:
Admins will see all emails from all Email Accounts.
Email account owner will see only emails synced by her email integration
For example, there are two non-admin users configured Email Integration, Michael and Anton. In this case Michael will see only his emails and Anton's emails will be invisible for Michael.
Email Space with some access
Let's say, you created Email Space and setup Email Integration on this Space and make Email Space visible to all users. In this case all emails synced to Fibery will be visible to all users.
You can also invite several users to Email Space and these serveral users will have access to all emails inside.
How a user can see her emails?
When Email sync setup is done, a user will receive a notification into Inbox and My Emails view will be created in My Space section for this user.
A user can create other Views in My Space section to see emails differently.
Can a user reply to emails via Fibery?
Yes, Admin can configure Reply button via Send emails and reply to emails.
Can I connect emails to my CRM databases, like Companies?
Yes, you can do it via auto-relations, check this guide Link emails to accounts, leads, customers in Fibery CRM